Ardmore Road Asset Management’s Broadcom AVGO Stock Holding History

Ardmore Road Asset Management’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$982K	Sell	2,600 -48,400	-95%	-$19.4M	0.06%	69
2026 Q1	$15.8M	Sell	51,000 -16,762	-25%	-$5.52M	1.04%	40
2025 Q4	$23.5M	Buy	+67,762	New	+$24.2M	1.78%	24
2025 Q3	–	Sell	-200,000	Closed	-$55.1M	–	74
2025 Q2	$55.1M	Buy	+200,000	New	+$43.4M	4.56%	7
2025 Q1	–	Sell	-81,000	Closed	-$18.8M	–	41
2024 Q4	$18.8M	Sell	81,000 -169,000	-68%	-$31.3M	2.74%	13
2024 Q3	$43.1M	Buy	+250,000	New	+$40.1M	5.56%	3

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ardmore Road Asset Management's AVGO Position: Q2 2026 in Review

Ardmore Road Asset Management reduced its Broadcom (AVGO) stake by 95% in Q2 2026, selling an estimated $19.4M and leaving 2,600 shares worth $982K. The position accounts for 0.06% of the portfolio, ranked #69.

Ardmore Road Asset Management first reported a position in AVGO in Q3 2024 and has held it in 6 quarters since. The position peaked at $55.1M in Q2 2025. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Ardmore Road Asset Management held 2,600 shares of Broadcom worth $982K as of Q2 2026.
Ardmore Road Asset Management sold 48,400 Broadcom shares in Q2 2026, an estimated $19.4M.
Broadcom made up 0.06% of Ardmore Road Asset Management's portfolio in Q2 2026, its #69 holding.
Ardmore Road Asset Management first reported a position in Broadcom in Q3 2024 and has held it in 6 quarters since.
Ardmore Road Asset Management's Broadcom position peaked at $55.1M in Q2 2025.
4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.